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HEISSLER FINANCIAL, LLC
CRD 158497
320 N MAIN AVE, SUITE 211, GRESHAM, OR, 97030, United States
Phone
503-492-1556
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD